Deactivate portfolios and activate new ones based on spreadsheet loader provided by the vendor

• Article Type: General
• Product: Alma

Problem Symptoms:
Attempting to activate portfolios took a long time ending with error message: "Connection to server reset"
Many more portfolios were activated than intended
How can these be deactivated and only the correct ones be loaded/activated

Cause:
System timeout

Resolution:
To activate portfolios that are in the portfolio loader input file and delete the rest:

[A] FIND THE PORTFOLIO LOADER

* Search for Electronic Collection (e.g. Gale Cengage Virtual Reference Library)
* Select "Edit Service"
* Select the "Portfolios" tab

[B] DELETE ALL BUT THE PORTFOLIOS IN THE EXCEL

* Select "Load Portfolios"
** Select Loading Policy Types: "Complete"
** Select the option "Delete"

This will delete all portfolios other than those that are in the Excel spreadsheet